Making bulk updates

In WorksIQ CRM you can make bulk updates to companies, contacts, leads and tickets. This feature is really for things like: – Reassigning contacts to another user – Removing leads after an import that went wrong – Deleting spam emails

Posted in CRM

Sales Pipeline Management 101

This video series shows you how to set up and manage your sales pipeline.

Posted in Support

What is a .CSV file?

A .CSV file is a comma delimited file. It is a text file containing values separated by commas. If you open a .CSV file with Notepad.exe you will see something like this: FirstName,LastName,Company,City David,Smith,ABC Trading,New York Mike,Saunders,XYZ Industries,London If you

Posted in Spreadsheets

Do you have the right stages in your sales pipeline?

Do you have a sales process that is based on stages of the sale? Many companies do. By stage of the sale we typically see things like New Lead, Contact Made, Meeting Completed, Evaluation in Progress, Proposal Sent and Sold.

Posted in CRM, Sales Lead Management

Lead Scoring: is it worth it?

I just started reading an article on how to create a lead scoring matrix and thought I would give some real life examples of what we’ve seen. Our CRM system has website visitor tracking features built-in (Sales Alerts) and recently

Posted in CRM, Wed Analytics

What’s new in WorksIQ CRM v2.4?

WorksIQ CRM version 2.4 includes a number of fixes and enhancements as requested by our users. The main changes are a new import facility, support for storing and emailing file attachments and the ability to minimise the Watch window. Also

Posted in CRM, News

Tagging contacts via a Mailchimp Email Marketing campaign

Sales Alerts within WorksIQ CRM are a great way to identify hot prospects in real time. The question that arises is, how can you to tag as many people as possible to maximise the number of alerts you receive? The

Posted in CRM, FAQs

How to split a name using MS Excel 2007

For the purposes of data import / export it is often necessary to split a name into the first name and last name, for example when importing contact data into a CRM system. So how do you split a name

Posted in Spreadsheets

CRM Audit: 6 warning signs that your CRM might be failing

A quick audit of your current CRM system can highlight some tell-tale signs that your CRM system is not performing as it should. If your system is not being used correctly then sales revenues may drop and overall customer satisfaction

Posted in CRM

7 Reasons Why CRM Projects Fail

Seven Reasons why CRM projects fail This article talks about some of the reasons CRM projects may fail. That doesn’t mean our own projects fail! In fact, a common situation we find is where a new Sales Director has inherited

Posted in CRM